JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #4,005 out of 766,394 TipRanks' Investors
Success Rate
75%
92 out of 122
profitable transactions
Average Return
111.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.51%
6-Month Return▲ 71.04%
12-Month Return▲ 85.63%
YTD Return▲ 76.20%
Total Return▲ 79.00%

Best Trade

Opened at
Closed at-
Gain▲ 857.71%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.34%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 22.56%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.16%
▲ 11.46%▲ 5.06%▲ 2.69%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.72%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▲ 5.15%
▲ 7.82%▲ 2.10%▲ 10.99%
▲ 6.02%▼ 0.89%▲ 4.34%
▲ 22.71%▲ 5.30%▲ 22.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
46.65%
▲ 410.90%
28
Buy
Sep 24, 2024
New Perspective Fund, Class A Shares
3.48%
▲ 17.10%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
3.87%
▲ 23.12%
7
Buy
Sep 07, 2024
IonQ
5.31%
▲ 384.88%
2
Buy
Sep 06, 2024
Nvidia
1.29%
▲ 41.27%
1
Open
Sep 06, 2024
Nike
0.38%
▼ 5.00%
1
Open
Sep 06, 2024
Dollar Tree
0.37%
▼ 7.95%
1
Open
Sep 06, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
20.21%
▲ 32.91%
33
Buy
Jul 09, 2024
VF
0.88%
▲ 21.16%
4
Buy
Jul 01, 2024
Flagstar Financial
0.11%
▼ 10.28%
3
Buy
Jul 01, 2024
Target
0.83%
▲ 3.97%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.75%
▼ 20.77%
5
Buy
May 18, 2024
Intel
0.68%
▼ 15.66%
3
Buy
May 18, 2024
Pfizer
0.94%
▲ 1.30%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.08%
▼ 7.11%
2
Buy
Jan 21, 2023
Amazon
3.26%
▲ 127.80%
2
Buy
Dec 23, 2022
Alphabet Class A
1.67%
▲ 101.83%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022